Harding Loevner Frontier Emerging Markets Portfolio Institutional Class Z (HLFZX)

Overview

This fund is geared towards investors looking to diversify their portfolios through exposure to frontier and emerging markets. It focuses on investing in companies located in less traditional, smaller emerging markets, as well as those within the frontier markets category. These markets, typically less developed than the larger, more recognized emerging markets, offer a unique blend of risk and potential for high returns. The strategy involves allocating at least 80% of the fund's net assets into securities and investment entities that target frontier and emerging market investments. Additionally, the fund emphasizes equities, with a minimum of 65% of its total assets committed to common and preferred stocks, rights, and warrants from businesses within these markets. There is also flexibility for investing in U.S. companies, providing a balanced approach to global market exposure.

Products and Services

• Frontier Emerging Market Securities Investment

  This product focuses on allocating funds into various securities, such as bonds and stocks, originating from frontier and smaller emerging markets. The investment strategy emphasizes markets that offer high growth potential but come with a higher risk compared to more developed markets. This offering targets investors who are looking for growth opportunities beyond traditional emerging markets.

• Investment in Common and Preferred Stocks

  A core component of the fund's strategy involves investing in common and preferred stocks, rights, and warrants issued by companies based in frontier and emerging markets. This approach aims at capitalizing on the equity growth potential in these high-growth regions, thereby offering investors the opportunity to benefit from stock price appreciation and dividends.

• Exposure to U.S. Companies

  Understanding the need for geographical diversification and the stabilization factor that mature economies bring to a portfolio, the fund also opens the door for investments in securities of U.S. companies. This feature is particularly appealing for investors seeking to balance their high-risk frontier market investments with assets in the more stable and mature U.S. market.